ATLAS Carried Interest & Co-Investment
ATLAS
Carried Interest & Co-Investment
The Ultimately Flexible Tool For Private Equity Firms
Trusted by top Private Capital firms to integrate and consolidate their data
Our solution is a best-in-class, ultimately flexible tool for carried interest and co-investment management that enables the firm to retain full ownership and control over their highly confidential data.
Firms benefit from seamless integration with all common source systems and the ability to configure the most complex vesting schedules and allocation rules. Our solution empowers firms to design reporting and dashboard outputs for individual plan participants, managers, and HR.
Trusted by top-tier firms, ATLAS is fully compliant with financial regulations and data compliant rules.
The Best-In-Class Tool For Control And Flexibility
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Seamless data integration to all source systems
ATLAS seamlessly integrates data from your Fund Accounting, FP&A, ERP, HR, and Data Warehouse systems, ensuring smooth operations with the flexibility to switch source systems as needed.
If you require the integration of fund administrators’ data, Holland Mountain’s team of experts has extensive and hands-on experience in integrating data from third-party administrators to ensure its success.
Ability to handle any complex vesting schedules or allocation rules
All Private Capital firms that we worked with have had a new complex requirement that we haven’t come up to before.
ATLAS is built to be able to accommodate any bespoke or complex calculations.
Plan administrators can easily load carry awards, valuations, co-investment commitments, drawdowns, and distributions using the ATLAS Excel add-in.
Real-Time and Fully Customizable Dashboards
Plan participants securely access their positions via personalized dashboards, accessible on mobile and tablet devices. These dashboards offer options to drill down and analyze different scenarios.
Dashboards and reports can be tailored to the needs of management, HR, and Finance, with full control over permissions and confidentiality.
Managers access dynamic dashboards that provide both individual reports and consolidated data & MI, designed with best practices to meet your firm’s requirements.
Robust Security and Regulatory Compliance
ATLAS natively supports SAML single sign-on integration
All data is encrypted at rest and accessible only through authenticated SSO, ensuring top-tier security.
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What makes ATLAS different?
Designed for evolving requirements and increasing complexity
No hard code or artificial stickiness
Built for fast and unlimited customization, as all firms have unique requirements
Source system agnostic, with connectors to all major systems
Secure and compliant with financial regulations and data protection laws
Designed by Private Capital experts
Drawing on 15 years of experience in Private Capital operations, our award-winning team understand vesting schedules and allocations rules inside out. We can advise on best practice solution design.
Hear it from our clients
“The ATLAS solution is literally life changing.
The whole team has access to all the data they need in Power BI.”
CFO, Leading Private Equity Manager
“I just want to say a big thank you. You’ve been magnificent.
You have an impeccable understanding of our business and what we need”
Accounting Lead, Large Private Credit manager
“You are completely different to any other service provider we’ve ever worked with.
You understand our technology and data, often better than we do. I’m so glad that we chose to work with you.”
COO, Large Fund of Funds Manager
ATLAS CARRY PLANS
Case study
ATLAS Carry Plans delivers faster employee insights into individual worth and earnings
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See it in action!
Explore how ATLAS Carried Interest and Co-Investment solution can revolutionize your compensation management.
